Lomita Trusts Lawyer, California

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Russell Ozawa

Litigation, Wills & Probate, Trusts, Corporate
Status:  In Good Standing           Licensed:  14 Years

Daniel An

Estate Planning, Personal Injury, Mass Torts, Trusts, Estate
Status:  In Good Standing           Licensed:  10 Years

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Christina Marie Wickers

Litigation, Trusts, Estate, Guardianships & Conservatorships, Elder Law
Status:  In Good Standing           Licensed:  12 Years

Rodney William Wickers

Estate Planning, Administrative Law, Trusts, Wills, Business
Status:  In Good Standing           Licensed:  47 Years

Marc Alan Mazorow

Commercial Real Estate, Litigation, Immigration, Trusts, Business
Status:  In Good Standing           Licensed:  34 Years

Samuel Bruce Ledwitz

Wills, Trusts, Estate Planning, Estate, Elder Law
Status:  In Good Standing           

Heather Anne Miller

Trusts, Estate, Business
Status:  In Good Standing           

Matthew Chun-Young Yu

Wills, Trusts, Estate, Business
Status:  In Good Standing           

Marisa Crystal Cuevas

Litigation, Wills, Trusts, Estate
Status:  In Good Standing           Licensed:  9 Years

Duane H. Conover

Wills, Wills & Probate, Trusts, Elder Law
Status:  In Good Standing           Licensed:  50 Years

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Free Help: Use This Form or Call 800-943-8690

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LEGAL TERMS

TITLE COMPANY

A company that issues title insurance.

AUGMENTED ESTATE

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used on... (more...)
In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used only in some states. Its value is calculated only if a surviving spouse declines whatever he or she was left by will and instead claims a share of the deceased spouse's estate. (This is called taking against the will.) The amount of this 'statutory share' or 'elective share' depends on state law.

DEATH TAXES

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who... (more...)
Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who inherit property.

SPRINKLING TRUST

A trust that gives the person managing it (the trustee) the discretion to disburse its funds among the beneficiaries in any way he or she sees fit.

FUNDING A TRUST

Transferring ownership of property to a trust.

SWEARING MATCH

A case that turns on the word of one witness versus another. The outcome of a swearing match usually depends on whom the jury finds most trustworthy.

BYPASS TRUST

A trust designed to lessen a family's overall estate tax liability. An AB trust is the most popular kind of bypass trust.

INCOMPETENCE

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at ... (more...)
The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at which the person is present and/or represented by an attorney. A finding of incompetence may lead to the appointment of a conservator to manage the person's affairs. Also known as 'incompetency.'

CERTIFICATION OF TRUST

See abstract of trust.

SAMPLE LEGAL CASES

Schwartz v. Labow

... The probate court's general jurisdiction encompasses "the internal affairs of trusts" and "[o]ther actions and proceedings involving trustees...." 17000, subds. ... 427 (2) The probate court has general power and duty to supervise the administration of trusts. ...

In re Estate of Young

... (a)(2)(D).) The trial court ruled that the Estate was the prevailing party, because it had showed sufficient evidence of undue influence and fraud in the establishment of the trusts. ... A. Creation of Land Trusts and Operational Trusts; Background. ...

Bilafer v. Bilafer

... SIMONS, Acting PJ. On December 30, 1999, Mitchell J. Bilafer (Mitchell) [1] executed two irrevocable trusts (collectively, the 1999 Trusts). In 2006, Mitchell filed petitions to reform the 1999 Trusts to conform them to his intent. ...